Financial Representative Trainee: Independent Advisor Path

Mutual of Omaha Insurance Co.; Iron Ridge (WI); On-site; USD 36,000 - 75,000; Full time

Benefits offered by this job

Earnings potential

Sign-on bonus

401(k) plan

Paid time off

Sponsorship-free employment

Job summary

Mutual of Omaha Insurance Co. invites driven individuals to join the Accelerator Program as a Financial Representative Trainee, a hands-on training track to build a sustainable financial practice.

You’ll learn to sell Individual Insurance products, gain mentorship, and run your own business through a structured blend of study, projects, and field exposure. The program offers earnings from $36,000 to $75,000 in the first year, plus uncapped incentives after training.

Qualifications

• Obtain the required insurance licenses prior to starting, with up to two attempts allowed for Life and Health.
• Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months.
• Be highly self-motivated and results-oriented, able to work independently and in a team.

Responsibilities

• Participate in a comprehensive program to develop skills to provide holistic financial advice.
• Gain direct sales experience marketing Individual Insurance products and pass a sales process test.
• Cultivate prospecting skills through research, networking, and community events.
• Acquire in-depth understanding of product offerings and demonstrate their features and benefits.
• Oversee documentation and paperwork flow to ensure a seamless application and underwriting process.

Job description

Mutual of Omaha Insurance Co. invites driven individuals to join the Accelerator Program as a Financial Representative Trainee, a hands-on training track to build a sustainable financial practice.

You’ll learn to sell Individual Insurance products, gain mentorship, and run your own business through a structured blend of study, projects, and field exposure. The program offers earnings from $36,000 to $75,000 in the first year, plus uncapped incentives after training.